What are the responsibilities and job description for the Client Service Associate position at Whittier Advisors?
Whittier Advisors, LLC
Client Service Associate | Los Angeles, CA
About Us
Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes.
Job Description
The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions.
Core Responsibilities
- Coordinates with Portfolio Managers and Relationship Managers to support the advisory process
- Having strategic conversations around client scenarios with PMs/RM – not just delivering on a request
- Builds client relationships by interacting directly with clients in an advisory capacity, with PM/RM oversight
- Attends client/prospective client meetings and events with Portfolio Managers and Relationship Managers
- Responds to routine client requests via phone, email, etc.
- Assists with preparation of presentation materials and sophisticated financial modeling
- Acts as a project manager, coordinating across internal and external subject matter experts (e.g. tax, legal, real estate, lending, etc.)
- Documents client interactions and maintains accurate CRM records
- Prepares custodian paperwork, contracts, and subscription agreements
- Facilitates cash and security movements
- Collaborates with leadership on initiatives designed to streamline firm procedures
- Supports business development initiatives
Required Qualifications
- Bachelor’s degree
- 1-3 years of experience in wealth management
- Excellent verbal and written communication skills
- High integrity and empathy
- Entrepreneurial mindset
- Proficiency in Microsoft Office
Preferred Qualifications
- Series 7 & 66 (or desire to obtain)
- CFP preferred (or desire to obtain)
- Experience with Addepar, Salesforce, Schwab, and/or Fidelity
